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Records can be created in various ways. You can add a brand new record to your application or copy an existing one. Existing rules can be specialized by creating a copy into a specific ruleset, against a different class or (in some cases) with a set of circumstance definitions. Data instances may be copied but do not support specialization as they are not versioned.
Based on your use case, the Create, Save As or Specialization form is used to create the record. The number of fields and available options vary by record type. Start by familiarizing yourself with the generic layout of these forms and their common fields:
This help topic then identifies the key parts and options that are applicable to the record type you are creating.
Create an Access When rule by selecting Access When from the Security category.
An Access When rule has two key parts:
Field |
Description |
|
Apply to |
Select the class to which this Access When condition applies. For Access When rules that restrict the opening, modification, or deletion of rules, use |
| When Name |
Enter a name for this rule. Begin the name with a letter and use only alphanumeric, ampersand, and dash characters. As a best practice, start the name with a capital letter. Do not enter either of the keywords |
Referred to as Quick Create options, the fields presented in this area of the Create form are optional. Selections made here can be used as a starting point for the rule you are creating:
Field |
Description |
| When expression |
Enter a expression that evaluates to true or false. Type a single period and use the SmartPrompt to access a list of properties. NOTE: The string expression you define here is used to allow, or disallow, a user from performing an operation or accessing information (instances of a specific class). |
When searching for rules of this type, the system:
Time-qualified and circumstance-qualified rule resolution features are not available for this rule type.
Access When rules
About Access When rules